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Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
API
276
Asset Planning Inc
California
$38.5K
CTWM
277
Cherry Tree Wealth Management
Minnesota
$35K
CCM
278
Chilton Capital Management
Texas
$32.8K
MAFA
279
MJT & Associates Financial Advisory
Minnesota
$32.4K
SSG
280
Summit Securities Group
New York
$32K +$32.4K +415 New
IA
281
IFP Advisors
Florida
$31.4K -$2.26K -29 -8%
WFA
282
West Financial Advisors
Iowa
$25.7K
HWM
283
HighMark Wealth Management
Minnesota
$25.5K +$25.8K +331 New
GI
284
GAMMA Investing
California
$23.1K -$7.96K -102 -25%
VWM
285
Vermillion Wealth Management
Minnesota
$23.1K -$1.41K -18 -6%
BTI
286
Blue Trust Inc
Georgia
$20.4K -$9.76K -125 -32%
Fuller & Thaler Asset Management
287
Fuller & Thaler Asset Management
California
$20.3K -$11.3M -144,226 -100%
HCA
288
Harbor Capital Advisors
Illinois
$20K +$1.48K +19 +8%
HWM
289
Hemington Wealth Management
Virginia
$18K -$859 -11 -4%
Nomura Asset Management
290
Nomura Asset Management
Japan
$17K
EWA
291
EverSource Wealth Advisors
Alabama
$16.7K +$7.34K +94 +77%
IWP
292
IAG Wealth Partners
Wisconsin
$15.4K
IBOK
293
Independence Bank of Kentucky
Kentucky
$15.4K
NEWAS
294
N.E.W. Advisory Services
Wisconsin
$15.4K
SWIM
295
Smallwood Wealth Investment Management
New Jersey
$14.9K +$78 +1 +0.5%
MCM
296
MAI Capital Management
Ohio
$12.7K -$1.95K -25 -13%
PMFA
297
Plante Moran Financial Advisors
Michigan
$12.4K
Bessemer Group
298
Bessemer Group
New Jersey
$12K -$6.71K -86 -36%
AAS
299
Ameritas Advisory Services
Nebraska
$11.6K +$11.7K +150 New
S
300
SignatureFD
Georgia
$8.87K -$468 -6 -5%

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.